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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,331 | $93,345-60.0% | $119,126-68.7% | $87,485-57.3% |
| Participation rate | 65.5% | 68.7%-3.3pp | 75.8%-10.3pp | 68.9%-3.5pp |
| Annual return | 6.60% | 19.08%-12.5pp | 282.11%-275.5pp | 26.06%-19.5pp |
| Employer contribution / active EE | $2,483 | $3,172-21.7% | $4,034-38.4% | $2,596-4.4% |
| Participant deferral / active EE | $920 | $4,099-77.6% | $5,318-82.7% | $4,274-78.5% |
| Admin fee / account holder | $5,515 | $8,039-31.4% | $10,693-48.4% | $7,775-29.1% |